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Brighton Securities’s IBM IBM Stock Holding History

Brighton Securities’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-781
Closed -$220K – 53
2026
Q2 		$220K Buy
+781
New +$197K 0.09% 44
2026
Q1 		– Sell
-751
Closed -$222K – 50
2025
Q4 		$222K Sell
751
-111
-13% -$33.2K 0.11% 41
2025
Q3 		$243K Sell
862
-393
-31% -$103K 0.13% 43
2025
Q2 		$370K Sell
1,255
-396
-24% -$102K 0.2% 31
2025
Q1 		$411K Sell
1,651
-253
-13% -$61.9K 0.2% 35
2024
Q4 		$419K Buy
+1,904
New +$424K 0.2% 34

Other funds holding IBM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Brighton Securities's IBM Position: Q3 2026 in Review

Brighton Securities sold out of IBM (IBM) in Q3 2026, closing a stake of 781 shares — an estimated $220K sold.

Brighton Securities first reported a position in IBM in Q4 2024 and held it in 6 quarters. The position peaked at $419K in Q4 2024. 124 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Brighton Securities reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • Brighton Securities sold 781 IBM shares in Q3 2026, an estimated $220K.
  • Brighton Securities first reported a position in IBM in Q4 2024 and held it in 6 quarters.
  • Brighton Securities's IBM position peaked at $419K in Q4 2024.
  • 124 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Brighton Securities's 13F filing for Q3 2026, filed 8 Oct 2026.